- Wilmington Savings Fund Society (Wilmington, DE)
- … specialty or generalist role focused on Wealth Advisory / Trust services, Portfolio Management , Financial Planning, Private Banking or Relationship ... more. We are the premiere, locally headquartered bank and wealth management company in the region and...high level of technical knowledge of fiduciary, tax and estate planning concepts and a solid understanding of financial… more
- Wilmington Savings Fund Society (Wilmington, DE)
- …advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a ... name, it's our mission and our purpose. The Senior Wealth and Trust Advisor is responsible for...ongoing relationships with clients and managing the delivery of wealth management services to the client. The… more
- Fidelity TalentSource LLC (Fairfield, CT)
- …relationships with our clients and that's a key component to the role of the Wealth Management Planning Consultant. The Expertise We re Looking ForFINRA Series 7 ... and teamwork, you are a key player on the Wealth Management team as you directly support...allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning, as well as… more
- Wilmington Savings Fund Society (Wilmington, DE)
- … solutions, including a broad array of planning and advisory services, investment management , trust and estate planning, brokerage and investment services ... and relationships; perform all tasks necessary for proper risk-adverse administration of trust , investment management , custody, or IRA accounts. This position… more
- Wilmington Savings Fund Society (Wilmington, DE)
- …advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a ... business while actively promoting additional services to current clients with Private Wealth Management . The Business Development Officer is also responsible for… more
- Regions Bank (Tyler, TX)
- …into the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of ... Coordinates client service activities with other wealth management partners + Mentors and coaches junior trust... estate planning and advice, legal, insurance, real estate , asset management , trusts, estates ,… more
- JPMorgan Chase (Fort Worth, TX)
- …Advanced degree such as JD or MBA + Demonstrated understanding of wealth management , trust and estate administration, and/or vendor management ... **Mineral Asset Management ** ("Oil & Gas") is a specialized team...a specialized team within JP Morgan's Global Trusts & Estates practice that manages clients' mineral interests as fiduciary… more
- JPMorgan Chase (Newark, DE)
- …of the trust . **Job Summary** As a Trust Officer VP in Wealth Management Solutions, Trust & Estates , you will be an integral part of our Global ... The Global Trusts & Estates Practice is an integral part of the...with beneficiaries and advisors. You will also partner with Wealth Advisors for new trust business and… more
- JPMorgan Chase (New York, NY)
- …a top bank. **Job Summary:** As an Estate Professional within our Wealth Management Solutions, Trust & Estates team, you will have the opportunity to ... quickly **Preferred qualifications, capabilities and skills:** * Prior wealth management and trust or estate management experience JPMorgan Chase &… more
- JPMorgan Chase (Columbus, OH)
- JPMorgan Asset & Wealth Management , with client assets of $2.8 trillion, is a global leader in investment and wealth management . Its clients include ... major market throughout the world. The division offers investment management across all major asset classes including equities, fixed...corporate fiduciary for families, it is important that our Trust and Estate services are delivered by… more
- JPMorgan Chase (Rochester, NY)
- …Advisor (CTFA) or paralegal certificate, with paralegal experience in trust and estate practice JP Morgan Wealth Management Solutions comprises a ... JP Morgan Asset & Wealth Management , with client assets of...team discussions and strategy around structuring, pricing and closing trust and estate services including: estates… more
- JPMorgan Chase (Miami, FL)
- …advisors + Ability to work in a team-based environment Client Relationship Management Trust Officers must develop relationships with beneficiaries and advisors ... trust account relationships New Business + Partnering with Wealth Advisors with respect to the vetting and pricing...fiduciary or a law firm + Solid Client Relationship Management experience JP Morgan Wealth Management… more
- JPMorgan Chase (Rochester, NY)
- Come join a great team at a leading financial firm. As a Trust Officer VP in Wealth Management Solutions, you will be responsible for overseeing the ... counsel to resolve tax issues and partner with Wealth Advisors for new trust business. This...quarterly basis + Assist in training and developing their Trust Administrative Officers and Professionals, including performance management… more
- JPMorgan Chase (Houston, TX)
- …of experience serving as a corporate fiduciary for families, it is important that our Trust and Estate services are delivered by the most capable people, with ... The role requires technical expertise in the trusts and estates space, management expertise and a track...space. This includes working on regular and ongoing sales management initiatives, and making sure Trust Officers… more
- US Bank (Cincinnati, OH)
- …Day One. **Job Description** RESPONSIBILITIES Responsible for the administration, risk management and servicing of assigned fiduciary and investment management ... knowledge and expertise (such as IRAs, Charitable/Philanthropic Accounts, ILITs, Estates , etc.). Will likely work as part of a...REQUIRED - Five or more years of experience in Trust administration - Bachelor's degree or equivalent work experience… more
- Arrow Financial Corporation (Glens Falls, NY)
- … Management will oversee the management , direction, and development of the Wealth Management Division including Trust & Wealth Services, ... Financial Corporation is seeking a leader for our company's Wealth Management Division! This role is a...of modern portfolio theory, NYS Statutes as related to Trust and Estate Administration, and ERISA and… more
- Canandaigua National Bank & Trust (Pittsford, NY)
- …Trust Associate is responsible for providing premium customer service to our CNB Wealth Management and Trust Services clients. This position is ... to client inquiries and must have preliminary knowledge of trust , investment, and estate planning concepts. Anticipates...standards of the organization. + Serves as liaison between Trust Officers, Wealth Operations, Wealth … more
- Morgan Stanley (New York, NY)
- …employer committed to diversifying its workforce (M/F/Disability/Vet).#LI-TS2 **Job:** ** Wealth Management * **Title:** * Trust & Estate Specialist - MSPWM ... Morgan Stanley's Private Wealth Management (PWM) Division focuses on...as a thought leader in the areas of tax, trust & estate planning broadly, and in… more
- Commerce Bank (Kansas City, MO)
- … administration. Position will provide support to advisors and trust professionals on estate planning, tax and wealth management issues. Trust ... associated with the administration of private trusts, institutional trusts, and estates + Review estate plan documents in which Commerce Trust is appointed… more
- University of Iowa Community Credit Union (Clive, IA)
- …and professional level that will be beneficial to both the Credit Union and GreenState Wealth Management . + Manages a Trust Services portfolio in assigned ... based software applications. Reporting Relationship Reports to the Senior Vice President/ Wealth Management . Supervisory Responsibilities This position is not… more
